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178 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $2.18M

269% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 13

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more funds holding

Funds holding: 144178 (+34)

22% more capital invested

Capital invested by funds: $1.45B → $1.77B (+$325M)

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

1.43% more ownership

Funds ownership: 89.2%90.63% (+1.4%)

Holders
178
Holders Change
+34
Holders Change %
+23.61%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
48
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$284K
CAN
127
Cetera Advisor Networks
California
$279K -$63.5K -2,354 -21%
UBS Group
128
UBS Group
Switzerland
$244K -$31.8K -1,180 -13%
LOAMU
129
Lombard Odier Asset Management (USA)
New York
$244K +$207K +7,667 New
CA
130
Cetera Advisors
Colorado
$239K +$203K +7,517 New
CCIA
131
Campbell & Co Investment Adviser
Maryland
$238K +$202K +7,492 New
Simplex Trading
132
Simplex Trading
Illinois
$235K +$190K +7,056 +2,016%
CAS
133
CTC Alternative Strategies
Illinois
$232K +$197K +7,300 New
FRM
134
Fox Run Management
Connecticut
$231K +$196K +7,258 New
WSFS
135
Wilmington Savings Fund Society
Delaware
$222K +$189K +7,000 New
Verition Fund Management
136
Verition Fund Management
Connecticut
$216K -$213K -7,878 -54%
QPWM
137
Quadrant Private Wealth Management
Pennsylvania
$213K -$26.4K -980 -13%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$213K +$181K +6,700 New
VCA
139
Verdence Capital Advisors
Maryland
$213K +$181K +6,702 New
FMI
140
F/M Investments
District of Columbia
$209K +$177K +6,578 New
Lazard Asset Management
141
Lazard Asset Management
New York
$192K +$163K +6,053 New
Wells Fargo
142
Wells Fargo
California
$187K +$94.6K +3,508 +147%
Canada Life
143
Canada Life
Manitoba, Canada
$167K
SG Americas Securities
144
SG Americas Securities
New York
$166K +$141K +5,237 New
SIM
145
Sandia Investment Management
Massachusetts
$159K +$135K +5,000 New
TRCT
146
Tower Research Capital (TRC)
New York
$116K +$26.9K +996 +37%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$110K -$3.71M -137,688 -98%
DB
148
Danske Bank
Denmark
$92.1K +$78.2K +2,900 New
AIM
149
Arcadia Investment Management
Michigan
$88.4K -$297 -11 -0.4%
Deutsche Bank
150
Deutsche Bank
Germany
$61.1K -$65.9K -2,442 -56%